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Checklists

Before you get started, we've compiled these handy checklists of things to consider to help make your experience as smooth and easy as possible. If you have any questions or want more information, call an experienced Citizens Bank Mortgage Loan Officer at (877) 297-3618.

Home Purchase Checklist

Information and advice about important subjects such as determining if you're ready to buy a home and how much you can afford, organizing your personal information, how to get pre-approved, how to make an offer, registering your loan, getting ready for closing and more.
Go to home purchase checklist

Refinance Checklist

To help you get prepared, we cover subjects such as: Your goals - what do you want to accomplish by refinancing? Determining how much you still owe on your mortgage. Running the numbers to see if it's a good financial decision. Gathering needed documents and more.
Go to refinance checklist

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